Licensed Financial Planner

1 month ago


Virginia Beach, United States The Piedmont Group Full time
Job DescriptionJob Description

Are you a licensed financial advisor looking for a salary + commission role, & a book of business to work? Our Virginia Beach location is looking to pay a licensed financial advisor, a salary plus 10% commission, to work existing accounts totaling $28 Million. This is an opportunity to join an established firm and gain mentorship from top advisors. An ideal candidate would be fully licensed (Series 6/63/65 or Series 7/66 with Life and Health License), have 2-4 years of experience in the financial planning industry, and have an existing market. This role has full benefits, including medical, dental, 401k, Profit sharing, and Cash Balance Pension Plan. Are you ready to grow your practice and leave your legacy? Apply & explore The Piedmont Group.


Compensation is a reflection of the base salary plus commission.

Compensation:

$76,000 at plan earnings

Responsibilities:
  • Assist an experienced financial advisor tend to accounts that aren't being contacted
  • You will tend to these accounts and proliferate new business from 1311 households
  • In addition to a base salary, you will be paid 10% of commission on any new business that is generated from these household accounts
Qualifications:
  • Must have Life and Health License, Series 6/63/65 or 7/66
  • Must have great interpersonal skills and experience assisting clients
  • You must have a market and some success closing new business
  • Must have at least 1-4 years of experience in the wealth management industry
  • This is not a remote position and you must live in the Virginia Beach area/ or be in the process of relocating to VA Beach


About Company

The Piedmont Group is a young and agile financial services firm and a general agency of MassMutual. We are dedicated to helping our financial professionals exceed their potential & enjoy a fulfilling career, while providing comprehensive financial planning. TPG facilitates an inclusive environment that represents our core values: growth, family, teamwork, and happiness.

We Offer Our Advisors:

  • Competitive benefits package (medical and dental, life and disability insurance, and thrift and pension plans)
  • We are a non-captive firm
  • Performance-based bonus structure
  • International Travel Opportunities
  • Opportunity to own and operate your own firm (DBA)

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